Forecast: This Unyielding AI Stock is Expected to Split by 2030
Meta Platforms and Stock Splits: Meta Platforms is the only company in the "Magnificent Seven" that hasn't split its stock, but it is considered a strong candidate for a split by 2030, especially if its share price exceeds $1,000.
Financial Performance: Despite a recent dip in stock price following earnings reports, Meta's sales grew 26% year over year, and its earnings per share would have increased significantly without a one-time tax expense.
AI's Role in Growth: Meta is leveraging artificial intelligence to enhance user engagement and improve advertising tools, which is expected to drive substantial revenue growth in the coming years.
Future Prospects: CEO Mark Zuckerberg envisions AI glasses as a key interaction tool for users, indicating that Meta is poised for significant advancements in AI technology, which could further boost its revenue streams.
Discover Tomorrow's Bullish Stocks Today
Analyst Views on META
About META
About the author

Meta Platforms Forecasts $135 Billion Capex for AI in 2026
- Significant Revenue Growth: Meta Platforms reported a 24% year-over-year revenue increase to $59.9 billion for the quarter, with full-year revenue surpassing $200 billion, reflecting strong performance in its advertising and app businesses, thereby reinforcing its market leadership.
- Capex Forecast: The company anticipates capital expenditures to reach between $115 billion and $135 billion in 2026, representing a 73% increase from 2025, primarily driven by investments in Meta Superintelligence Labs and its core business, showcasing its strong commitment to the AI sector.
- Impact on AI Industry: The substantial increase in Meta's capex is likely to positively affect the AI industry, particularly benefiting partners like CoreWeave, which could enhance their market performance and accelerate the application and development of AI technologies.
- Positive Market Reaction: Following the earnings report, Meta's stock rose 8% in after-hours trading, indicating investor optimism regarding the company's growth potential, especially in light of accelerated AI investments, significantly boosting market confidence in its long-term strategy.

Meta's Earnings Beat Expectations, Analysts Raise Price Targets
- Strong Earnings: Meta reported fourth-quarter earnings of $8.88 per share and revenue of $59.89 billion, both exceeding market expectations, indicating that AI-driven advertising monetization is alleviating concerns over rising operating and capital expenditures.
- Robust Guidance: The company expects first-quarter sales to range between $53.5 billion and $56.5 billion, significantly above the consensus estimate of $51.41 billion, suggesting strong growth momentum in its advertising business that reinforces its market position.
- AI Investment Returns: Despite a $6.02 billion operating loss from Reality Labs, analysts remain optimistic about Meta's AI investments, believing that the growth in its advertising business will offset these losses, with benefits from AI expected to materialize by 2026.
- Analyst Optimism: Several Wall Street analysts raised their price targets for Meta, with Barclays increasing its target to $800, implying a 20% upside, reflecting confidence in Meta's long-term growth potential.






